I Need Help With Crafting an Admin Workload Report

## Crafting an Admin Workload Report

Good day! I understand you want to create a detailed report to analyze the workload distribution among administrators, focusing on the categories of service records (SRs) they are assigned to. Here's how you can proceed:

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### Option 1: Customizing the Existing Report
The "Administrators with the Most SRs Assigned to" report under Highest Values is close to your needs. While built-in reports have limited customization options, you can try the following:

1. **Access the Report:**
- Navigate to **Analytics > Reports** in your SysAid admin portal.
- Locate the "Administrators with the Most SRs Assigned to" report under the **Highest Values** section.

2. **Modify Filters:**
- Open the report and check if you can apply filters or group data by categories (e.g., SR categories, priorities, or statuses).
- Adjust the date range or other parameters to refine the data.

3. **Export and Analyze:**
- If the built-in customization is insufficient, export the report to Excel or another tool for further analysis.

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### Option 2: Creating a New Custom Report
If the existing report cannot be customized to meet your needs, you can create a new report from scratch. Follow these steps:

1. **Log in to SysAid:**
- Go to your SysAid admin portal and navigate to **Analytics > Reports**.

2. **Create a New Report:**
- Click on **Create New Report**.
- Select **Service Records** as the report type.

3. **Add Relevant Fields:**
- Include fields such as:
- Administrator Name
- Number of SRs Assigned
- SR Categories
- SR Status
- Priority
- Activities and Activities Time (if needed)

4. **Group and Filter Data:**
- Group the data by **Administrator** and **SR Category**.
- Apply filters to focus on specific time periods, categories, or other criteria.

5. **Save and Run the Report:**
- Save your report configuration and run it to view the results.
- You can also schedule the report to run periodically and send it to relevant stakeholders.

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### Option 3: Advanced BI Analytics
If you have access to SysAid's Advanced BI Analytics, you can create a more sophisticated dashboard or report with granular details. This would allow you to:
- Visualize workload distribution with charts and graphs.
- Analyze trends over time.
- Drill down into specific categories or administrators.

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### Need Further Assistance?
If you encounter any challenges or require additional customization that cannot be achieved through the above methods, you may need assistance from SysAid's Professional Services team. They can help create a tailored report to meet your exact requirements.

Let me know if you need further clarification or assistance!